How do you make a conga template?

How do you make a conga template?

To create a Conga Template:

1. Select the “Conga Composer” application from the application picker in the top right corner.
2. Click on the “Conga Templates” tab.
3. Click New.
4. Provide the following information for your template: Name – a short descriptor for the template. Template Type – document.

How do I update my conga template in Salesforce?

Update the Conga Template Record

1. Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface.
2. Click Attach File.
3. Click Choose File. Locate the updated template you saved locally.
4. Click Attach File.
5. Click Done and close the window.

How do I use the Conga Composer in Salesforce?

Creating conga composer button or link

1. Open Conga Composer go to Conga Solution, click on new Name the conga solution and use Master Object where you want to use this solution.
2. Click on create a button that will create a button which can be used in page layout.

Where are conga templates stored in Salesforce?

After designing a template you may store your template in any of these locations: The Conga Template Manager (for document templates) The Conga Email Template Manager (for email templates) The Salesforce template repository (Setup → Communication Templates → Mail Merge Templates)

Where is the conga template in Salesforce?

To access the Template Builder:

1. Launch Conga Composer from a Composer button (or from a Solution Record).
2. In the Conga Composer window that opens, click Tools & Settings → Template Builder.

Is Conga part of Salesforce?

Conga Composer is a Salesforce app which makes it easy for Salesforce users to create sophisticated documents and reports using any data in Salesforce with only a few clicks.

How do you get Conga certified?

Certification Options

1. Attend multi-day VILT session.
2. Complete and pass class project.
3. Complete and pass (within 2 attempts) certification exam with 80% or higher.

Where is the Conga Template Builder?

The Template Builder is an essential tool in the development of Conga Composer solutions is the Template Builder. This tool is located in the Tools & Settings drop-down menu in the upper-right corner of the Conga Composer page.